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OneAscent Financial Services’s iShares US Healthcare Providers ETF IHF Stock Holding History

OneAscent Financial Services’s Portfolio IHF Stock Details IHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-23,130
Closed -$1.14M – 165
2023
Q1 		$1.14M Buy
23,130
+1,865
+9% +$95.8K 0.46% 29
2022
Q4 		$1.14M Buy
21,265
+9,960
+88% +$535K 0.48% 29
2022
Q3 		$578K Buy
+11,305
New +$613K 0.23% 63

Other funds holding IHF

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OneAscent Financial Services's IHF Position: Q2 2023 in Review

OneAscent Financial Services sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2023, closing a stake of 23,130 shares — an estimated $1.14M sold.

OneAscent Financial Services first reported a position in IHF in Q3 2022 and held it in 3 quarters. The position peaked at $1.14M in Q1 2023. 209 funds tracked by Wall St. Rank hold IHF as of Q2 2023.

  • OneAscent Financial Services reported no remaining iShares US Healthcare Providers ETF position as of Q2 2023 after selling out during the quarter.
  • OneAscent Financial Services sold 23,130 iShares US Healthcare Providers ETF shares in Q2 2023, an estimated $1.14M.
  • OneAscent Financial Services first reported a position in iShares US Healthcare Providers ETF in Q3 2022 and held it in 3 quarters.
  • OneAscent Financial Services's iShares US Healthcare Providers ETF position peaked at $1.14M in Q1 2023.
  • 209 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2023.

Based on OneAscent Financial Services's 13F filing for Q2 2023, filed 10 Jul 2023.